See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,358 | $99,652-25.4% | $78,778-5.6% | $147,584-49.6% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.2%+23.1pp | 82.8%+9.5pp |
| Annual return | 20.40% | 47.28%-26.9pp | 35.62%-15.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,843 | $2,796-34.1% | $1,986-7.2% | $4,876-62.2% |
| Participant deferral / active EE | $3,024 | $3,664-17.5% | $2,958+2.2% | $5,439-44.4% |
| Admin fee / account holder | $444 | $7,155-93.8% | $5,134-91.4% | $10,885-95.9% |